Tortoise Energy ETFTNGYETF
13F holders, Q1 2026 (March 31)88holders +1
8new positions
6sold out
$10.43avg. 13F price*
At the end of Q1 2026, 88 institutions reported holding Tortoise Energy ETF (TNGY) in their 13F filings, up 1 from Q4 2025. 8 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($112.9M), Envestnet Asset Management Inc. ($47.1M) and D.A. Davidson & Co. ($44.1M).
- Company
- Tortoise Energy ETF
- CUSIP
- 890930209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.5M |
| Exits | 6 | $908K |
All 13F filers, Q4 2025 → Q1 2026: 1,053,948 shares bought and 1,298,560 shares sold, net −244,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Bank of America Corp. | 0.01% | Reduce -6.2% | 10,820,167 | $112.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.5% | 4,518,607 | $47.1M |
| D.A. Davidson & Co. | 0.27% | Add +3.8% | 4,232,814 | $44.1M |
| Raymond James Financial Inc. | 0.01% | Add +4.4% | 2,266,623 | $23.6M |
| UBS Group AG | 0.00% | Add +0.1% | 1,124,382 | $11.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -8.3% | 634,447 | $6.6M |
| LPL Financial LLC | 0.00% | Add +205.6% | 567,510 | $5.9M |
| Exencial Wealth Advisors, LLC | 0.18% | Add +0.7% | 553,705 | $5.8M |
| Parkside Financial Bank & Trust | 0.43% | Reduce -0.2% | 533,168 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +4.6% | 483,432 | $5.0M |
| Waverly Advisors, LLC | 0.03% | Add +0.9% | 406,934 | $4.2M |
| Captrust Financial Advisors | 0.01% | Add +0.7% | 381,482 | $4.0M |
| Northern Trust Corp. | 0.00% | No change | 366,996 | $3.8M |
| Ignite Planners, LLC | 0.41% | Add +2.5% | 257,912 | $2.7M |
| Lee Financial Co | 0.31% | Reduce -12.3% | 211,396 | $2.2M |
| SCS Capital Management LLC | 0.02% | Reduce -0.7% | 178,183 | $1.9M |
| Mariner, LLC | 0.00% | Add +0.2% | 172,977 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.7% | 154,454 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.3% | 152,834 | $1.6M |
| Roman Butler Fullerton & Co. | 0.44% | Reduce -1.7% | 157,361 | $1.6M |
| Independent Financial Group, LLC | 0.03% | Reduce -1.4% | 130,935 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 126,561 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +96.2% | 119,390 | $1.2M |
| MAI Capital Management | 0.01% | Add +2.3% | 117,346 | $1.2M |
| Alteri Wealth LLC | 0.39% | Add +1.8% | 116,718 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.6% | 114,863 | $1.2M |
| Davidson Trust Co. | 0.50% | Reduce -13.0% | 112,302 | $1.2M |
| Morgan Stanley | 0.00% | Reduce -8.4% | 110,068 | $1.1M |
| Atlanta Consulting Group Advisors, LLC | 0.22% | No change | 96,000 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +2.0% | 92,185 | $961K |
| Ameriprise Financial Inc. | 0.00% | Reduce -51.6% | 75,827 | $801K |
| Susquehanna International Group, LLP | 0.00% | New | 74,496 | $777K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +0.1% | 73,830 | $770K |
| Merit Financial Group, LLC | 0.01% | Reduce -16.7% | 70,605 | $736K |
| Legacy Capital Wealth Partners, LLC | 0.15% | Add +2.4% | 67,545 | $704K |
| Bank Ozk | 0.25% | No change | 67,508 | $704K |
| Elevation Point Wealth Partners, LLC | 0.02% | No change | 66,735 | $696K |
| Cetera Investment Advisers | 0.00% | Reduce -2.1% | 60,782 | $634K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 60,439 | $630K |
| Vestmark Advisory Solutions, Inc. | 0.01% | No change | 55,397 | $578K |
| Creative Planning | 0.00% | No change | 54,863 | $572K |
| Indivisible Partners | 0.05% | Add +0.8% | 51,784 | $540K |
| Lido Advisors, LLC | 0.00% | Add +1.1% | 45,463 | $474K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 45,342 | $473K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +0.1% | 44,075 | $460K |
| Visionary Wealth Advisors | 0.02% | Reduce -13.5% | 41,272 | $430K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -84.8% | 39,367 | $401K |
| Choreo, LLC | 0.00% | No change | 37,270 | $389K |
| Stifel Financial Corp. | 0.00% | Add +12.2% | 29,505 | $308K |
| NewEdge Advisors, LLC | 0.00% | Add +15.4% | 28,314 | $295K |
| Thor Investment Management Inc. /Oh/ | 0.15% | No change | 27,754 | $289K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 25,890 | $270K |
| IHT Wealth Management, LLC | 0.01% | No change | 23,046 | $240K |
| Elevation Wealth Partners, LLC | 0.08% | Reduce -5.8% | 22,574 | $235K |
| Ofc Financial Planning, LLC | 0.23% | No change | 22,136 | $231K |
| Lanark Financial, Inc. | 0.02% | Reduce -23.1% | 20,883 | $218K |
| Carson Advisory Inc. | 0.11% | No change | 19,694 | $205K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.5% | 19,461 | $203K |
| Cannon Wealth Management Services, LLC | 0.13% | Reduce -5.1% | 18,698 | $195K |
| Investment Research Partners LLC | 0.08% | No change | 17,750 | $185K |
| Avail Investment Partners, LLC | 0.20% | — | 17,750 | $185K |
| Plancorp, LLC | 0.01% | Add +2.4% | 18,145 | $182K |
| GTS Securities LLC | 0.01% | New | 17,459 | $182K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +2.4% | 16,763 | $175K |
| Drive Wealth Management, LLC | 0.03% | Reduce -8.4% | 15,381 | $160K |
| CM Wealth Advisors LLC | 0.03% | No change | 14,608 | $152K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 14,299 | $149K |
| High Probability Advisors, LLC | 0.02% | New | 14,145 | $148K |
| Canvas Wealth Advisors, LLC | 0.02% | No change | 13,908 | $145K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.0% | 13,203 | $138K |
| Meridian Financial Partners LLC | 0.05% | No change | 12,373 | $128K |
| OpenArc Corporate Advisory, LLC | 0.00% | No change | 11,520 | $120K |
| Beckerman Institutional, LLC | 0.06% | No change | 11,172 | $117K |
| Tulsa Wealth Advisors, INC | 0.02% | New | 11,165 | $116K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.0% | 11,148 | $116K |
| Gladstone Institutional Advisory LLC | 0.00% | New | 10,365 | $108K |
| Fifth Third Bancorp | 0.00% | New | 10,156 | $106K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 7,548 | $79K |
| FMR LLC | 0.00% | New | 7,097 | $74K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 5,148 | $54K |
| AlphaCore Capital LLC | 0.00% | No change | 3,431 | $36K |
| Private Trust Co. NA | 0.00% | New | 3,222 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,682 | $28K |
| Wells Fargo & Company | 0.00% | Add +6.2% | 1,924 | $20K |
| US Bancorp \de | 0.00% | Reduce -95.2% | 1,268 | $13K |
| Larson Financial Group LLC | 0.00% | Reduce -33.4% | 1,058 | $11K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.8% | 176 | $2K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -87.8% | 94 | $980 |
"% of holder's portfolio" is TNGY's weight in each manager's 13F, not the share of Tortoise Energy ETF the manager owns.